Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making
Tracy Alaway and Joe Wiesenthal discuss the recent FOMC presser and its international consequences on the AWblots podcast, highlighting the impact...
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Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption?
Last week we learned that the so-called “excess savings pool” from the pandemic had vanished into thin air in the US, or rather that personal...
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Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
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Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
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5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
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